Meridian Wealth Advisors’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,966
| Closed | -$208K | – | 177 |
|
|
2024
Q1 | $208K | Sell |
1,966
-19
| -1% | -$2.01K | 0.04% | 169 |
|
|
2023
Q4 | $229K | Buy |
+1,985
| New | +$229K | 0.05% | 164 |
|
|
2023
Q3 | – | Sell |
-2,570
| Closed | -$293K | – | 180 |
|
|
2023
Q2 | $293K | Buy |
2,570
+14
| +0.5% | +$1.6K | 0.07% | 147 |
|
|
2023
Q1 | $342K | Hold |
2,556
| – | – | 0.09% | 137 |
|
|
2022
Q4 | $347K | Sell |
2,556
-113
| -4% | -$15.3K | 0.09% | 137 |
|
|
2022
Q3 | $386K | Hold |
2,669
| – | – | 0.11% | 131 |
|
|
2022
Q2 | $449K | Buy |
2,669
+404
| +18% | +$68K | 0.12% | 127 |
|
|
2022
Q1 | $418K | Buy |
2,265
+799
| +55% | +$147K | 0.1% | 141 |
|
|
2021
Q4 | $306K | Hold |
1,466
| – | – | 0.07% | 160 |
|
|
2021
Q3 | $254K | Hold |
1,466
| – | – | 0.07% | 169 |
|
|
2021
Q2 | $286K | Buy |
1,466
+281
| +24% | +$54.8K | 0.08% | 156 |
|
|
2021
Q1 | $204K | Buy |
+1,185
| New | +$204K | 0.07% | 175 |
|
|
2020
Q4 | – | Sell |
-1,305
| Closed | -$217K | – | 180 |
|
|
2020
Q3 | $217K | Buy |
1,305
+70
| +6% | +$11.6K | 0.09% | 149 |
|
|
2020
Q2 | $207K | Buy |
+1,235
| New | +$207K | 0.1% | 156 |
|
|
2020
Q1 | – | Sell |
-1,221
| Closed | -$174K | – | 146 |
|
|
2019
Q4 | $174K | Buy |
+1,221
| New | +$174K | 0.07% | 158 |
|
|
2019
Q1 | – | Sell |
-75
| Closed | -$8K | – | 169 |
|
|
2018
Q4 | $8K | Buy |
+75
| New | +$8K | 0.01% | 406 |
|